Home of the Retirement Geeks

FREE FINANCIAL ANALYSIS

Get a complimentary second opinion on your current financial plan, 401k/IRA, or life insurance policy.

Please select which service you are interested in:


Upcoming Events

Next workshop:
Private Event
Date:
Decmeber 5, 2014

Read more


LegacyMONTHLY

Sign up to receive our free monthly newsletter which provides useful insight in the current markets, financial planning, investments, and life insurance.





PRIVACY POLICY

 

Advice for Life


Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Outlook 2014
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
Click to learn more about connecting to Retirement Geeks via social media
Wealth Vision: Use the latest in financial planning software.
Account View - Access your account from your computer, tablet or smartphone.
Junior Achievement of Eastern North Carolina

LATEST FINANCIAL NEWS

LPL Financial Research
Market Outlook Update: Fall 2014

September 2014 - What happens next in markets? John Canally and Anthony Valeri discuss key issues for markets this fall.

Click here to watch the video fullscreen.

 

RECENT EVENT PHOTOS

View All Event Photos

WE CARE

RetirementGeeks.com Sponsors JA Event ...

October 2014 - This month RetirementGeeks.com had the awesome opportunity to help sponsor the Triangle's Funniest Accountant event benefiting Junior Achievement of Eastern NC (JA). The Triangle's Funniest Accountant is an annual event put on by Accountant's One as part of the bigger Search for the South's Funniest Accountant which includes Charlotte, NC and Atlanta, GA. Proceeds from all events benefit their local JA.

Click here for pictures ...

 

ABOUT LPL FINANCIAL

Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

Watch the video below to learn more about LPL Financial

LPL Financial Video link

Today's Markets


RetirementGeek tweets




Legal | Privacy Policy | Insurance Quote | Careers | Contact Us | Staff Login | RSS | Sitemap | Download Our Brochure

©2007-2014 RetirementGeeks.com

2840 Plaza Place • Suite 206 • Raleigh, NC 27612

Toll-Free 888-854-7526 • Local 919-881-2850 • Fax 800-785-1070

info@llgfinancial.com